Bell Investment Advisors’s Clear Secure YOU Stock Holding History

Bell Investment Advisors’s Portfolio YOU Stock Details YOU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.42K	Sell
2025 Q1	$3.76K	Buy
2024 Q4	$3.28K	Buy
2024 Q3	$3.48K	Hold
2024 Q2	$1.97K	Hold
2024 Q1	$2.23K	Sell
2023 Q4	$3.14K	Buy
2023 Q3	$476	Buy